Bay Rivers Group

Q2 2026 13F-HR Holdings

Location
Williamsburg, VA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$293,008
Net value change ($000)
+52,960 (22.1%)
New positions
23
Sold out positions
6
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 8,652 167.9%
LRCX 4,840 94.6%
XLP 2,988 NEW
AVGO 2,756 19.2%
SMH 2,518 41.1%
AAPL 2,269 13.9%
STRL 2,106 96.8%
NVDA 1,895 12.3%
GOOGL 1,765 23.4%
BE 1,341 121.5%
Top Reduces (Value $000, Stocks/ETFs)
VNQ -2,296 -100.0%
CRM -1,532 -100.0%
NOW -1,245 -100.0%
NFLX -949 -28.9%
PLTR -785 -19.9%
COST -374 -6.1%
GCT -274 -100.0%
ADBE -208 -100.0%
PSIX -204 -36.5%
VOO -203 -15.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 397 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type